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  • April

    15 - The deadline for most taxpayers to file a federal tax return, pay taxes, or make a prior tax year contribution to an individual retirement account (IRA).

    Patriot's Day, a holiday observed in Massachusetts and Maine, will be observed for 2014 on April 21, 2014. The 2013 state income tax return will be due April 15, 2014.

    Deadline for submitting Schedule K-1s to Principal Trust. Limited Partnerships are to forward Schedule K-1s to Principal Trust for review. Upon request, Principal Trust will prepare IRS Form 990-T if Unrelated Business Taxable Income (UBTI) exceeds $1,000. This is also the deadline for submitting Form 990-T filings, however applicable extensions are filed and generally granted by the IRS.

    16 - Deadline for submission of prior tax-year Coverdell ESA contribution information to ensure timely preparation of IRS Form 5498-ESA for account holders.

    18 - Principal Trust is open. Market is closed in observance of Good Friday.

    30 - Principal Trust mails IRS Form 5498-ESA to Coverdell ESA designated beneficiaries. This form confirms prior tax-year contributions made to a Coverdell ESA account.

    Payment due Date for 3/31's SDA Quarterly Institutional Billing.

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